Pampel & Associates, Inc.
Pampel & Associates, Inc. (CRD# 110660) is a financial advisory firm headquartered in Monticello, IN. They manage $97,000,000 in 587 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Pampel & Associates, Inc.
By the Numbers
-
Total Assets Under Management97MILLION
-
Total Number of Accounts587ACCOUNTS
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Average Account Value$165,247
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, IN, MI, TX
Financial Advisors at Pampel & Associates, Inc.
1
Eric Pampel (CRD# 3180206) is an Investment Advisor Representative working at Pampel & Associates, Inc. in Monticello, IN and has over 23 years of experience in the finance industry.
2
Austin Woolley (CRD# 7544118) is an Investment Advisor Representative working at Pampel & Associates, Inc. in Monticello, IN and has 1 year of experience in the finance industry.
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